Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionAdviser Investments LLC
Latest Disclosed Ownership64,030 shares
Latest Disclosed Value $ 30,683,061
Adviser Investments LLC reports 8.79% decrease in ownership of BRKB / Berkshire Hathaway Inc.

On May 13, 2026 - Adviser Investments LLC filed a 13F-HR form disclosing ownership of 64,030 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $30,683,061 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 70,203 shares of Berkshire Hathaway Inc.. This represents a change in shares of -8.79% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 64,030 -6,173 -8.79 30,683 -13.05 0.3358
2026-02-12 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 70,203 2,647 3.92 35,288 3.90 0.3857
2025-11-10 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67,556 8,734 14.85 33,963 18.86 0.3858
2025-08-06 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 58,822 -25,447 -30.20 28,574 -36.33 0.3575
2025-05-13 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 84,269 -12,333 -12.77 44,880 2.50 0.5659
2025-02-12 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 96,602 1,150 1.20 43,788 -0.33 0.5396
2024-11-08 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 95,452 970 1.03 43,932 14.30 0.5482
2024-08-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 94,482 -2,385 -2.46 38,435 -5.64 0.5068
2024-04-29 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 96,867 -12,989 -11.82 40,734 3.96 0.5482
2024-02-01 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 109,856 80,689 276.64 39,181 283.49 0.5588
2023-10-11 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,167 13,827 90.14 10,217 95.35 0.2226
2023-08-04 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 15,340 -9,872 -39.16 5,231 -32.81 0.1145
2023-04-26 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,212 227 0.91 7,785 -2.75 0.1868
2023-01-19 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,985 -138 -0.55 8,004 19.32 0.1990
2022-10-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,123 865 3.57 6,708 1.28 0.4725
2022-07-14 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,258 372 1.56 6,623 -21.43 0.4470
2022-05-04 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,886 189 0.80 8,429 18.97 0.5455
2022-01-31 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,697 983 4.33 7,085 14.29 0.4756
2021-11-05 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,714 -10 -0.04 6,199 -1.84 0.4626
2021-07-09 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,724 -9 -0.04 6,315 8.73 0.4712
2021-05-05 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22,733 -682 -2.91 5,808 6.98 0.4687
2021-01-26 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,415 129 0.55 5,429 9.48 0.4816
2020-11-13 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,286 -222 -0.94 4,959 18.18 0.5216
2020-08-03 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,508 -2,085 -8.15 4,196 -10.32 0.5129
2020-04-08 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,593 -652 -2.48 4,679 -21.28 0.6631
2020-02-07 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,245 -689 -2.56 5,944 6.09 0.5894
2019-11-13 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,934 1,052 4.06 5,603 1.56 0.5917
2019-08-12 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 25,882 -639 -2.41 5,517 3.55 0.5924
2019-05-07 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,521 -120 -0.45 5,328 -2.06 0.6090
2019-01-25 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 26,641 -1,176 -4.23 5,440 -8.66 0.7156
2018-11-13 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27,817 -235 -0.84 5,956 13.75 0.6669
2018-08-02 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 28,052 10,812 62.71 5,236 52.25 0.5843
2018-05-14 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,240 -831 -4.60 3,439 -3.99 0.4423
2018-02-12 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,071 -6,204 -25.56 3,582 -19.51 0.4027
2017-10-23 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,275 14,374 145.18 4,450 165.35 0.5020
2017-08-11 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,901 565 6.05 1,677 7.78 0.2057
2017-04-25 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,336 4,184 81.21 1,556 85.24 0.2040
2017-02-13 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,152 5,152 840 0.7620
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.